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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

537 hedge funds and large institutions have $14B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 177 increasing their positions, 229 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
-20
Holders Change %
-3.59%
% of All Funds
14.48%
Holding in Top 10
62
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-22.5%
% of All Funds
1.67%
New
40
Increased
177
Reduced
229
Closed
55
Calls
$208M
Puts
$600M
Net Calls
-$392M
Net Calls Change
-$267M

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$435M
2
AB
Aozora Bank
Japan
+$190M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$185M
4
Barclays
Barclays
United Kingdom
+$135M
5
MAA
Managed Account Advisors
New Jersey
+$133M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$365M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$136M
3
ACM
Aviance Capital Management
Florida
-$133M
4
Morgan Stanley
Morgan Stanley
New York
-$119M
5
Goldman Sachs
Goldman Sachs
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTCG
176
Pring Turner Capital Group
California
$4M -$142K -1,229 -3%
HighTower Advisors
177
HighTower Advisors
Illinois
$3.94M -$2.34M -20,222 -37%
MFS
178
MSI Financial Services
Massachusetts
$3.9M -$1.2M -10,352 -24%
LG
179
Leuthold Group
Minnesota
$3.85M -$2.54M -21,918 -40%
WB
180
Webster Bank
Connecticut
$3.85M +$6.25K +54 +0.2%
AP
181
Agilis Partners
Massachusetts
$3.68M -$828K -7,156 -18%
SPC
182
Sigma Planning Corp
Michigan
$3.67M +$155K +1,339 +4%
DRS
183
Deane Retirement Strategies
Louisiana
$3.64M -$372K -180 -9%
SG
184
Swarthmore Group
Pennsylvania
$3.62M +$202K +1,745 +6%
TPP
185
Triangle Peak Partners
California
$3.55M -$2.2M -19,048 -38%
KCM
186
Karp Capital Management
California
$3.52M +$93.7K +810 +3%
FWM
187
Frontier Wealth Management
Missouri
$3.36M -$13.1M -113,007 -80%
BHWM
188
Bar Harbor Wealth Management
New Hampshire
$3.36M +$113K +976 +3%
SAM
189
SignalPoint Asset Management
Missouri
$3.27M – – –
BAC
190
Boys Arnold & Co
North Carolina
$3.27M -$49.5K -428 -1%
BJ
191
Brouwer & Janachowski
California
$3.25M -$1.05M -9,087 -24%
ACM
192
Avalon Capital Management
California
$3.25M -$4.05K -35 -0.1%
WPC
193
White Pine Capital
Minnesota
$3.2M -$312K -2,700 -9%
FAT
194
First American Trust
California
$3.18M +$199K +1,722 +7%
SCA
195
Salient Capital Advisors
Texas
$3.09M +$115K +994 +4%
CG
196
Colony Group
Massachusetts
$3.06M -$216K -1,870 -7%
VC
197
Vicus Capital
Pennsylvania
$3.03M -$101K -870 -3%
SWP
198
Stratos Wealth Partners
Ohio
$2.98M -$6.67M -57,588 -69%
TNBTD
199
Trustmark National Bank Trust Department
Mississippi
$2.98M -$384K -3,319 -11%
HH
200
Hilltop Holdings
Texas
$2.97M -$818K -7,069 -22%
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